Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest MA Private Wealth Stock Portfolio

MA Private Wealth Performance:
2025 Q4: 1.8%YTD: 13.88%2024: 11.16%
Performance for 2025 Q4 is 1.8%, and YTD is 13.88%, and 2024 is 11.16%.

About MA Private Wealth and 13F Hedge Fund Stock Holdings

MA Private Wealth is a hedge fund based in San Carlos, CA. On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, MA Private Wealth reported an equity portfolio of $599.4 Millions as of 31 Dec, 2025.

The top stock holdings of MA Private Wealth are VB, BECO, IJR. The fund has invested 12.8% of it's portfolio in VANGUARD INDEX FDS and 8% of portfolio in BLACKROCK ETF TRUST.

The fund managers got completely rid off HOME DEPOT INC (HD) and NETFLIX INC (NFLX) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), COLUMBIA ETF TR II (ECON) and ISHARES TR (IJR). MA Private Wealth opened new stock positions in BLACKROCK ETF TRUST (BECO), GLOBAL X FDS (BITS) and ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to SPDR INDEX SHS FDS (CWI), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (AGT).

MA Private Wealth Annual Return Estimates Vs S&P 500

Our best estimate is that MA Private Wealth made a return of 1.8% in the last quarter. In trailing 12 months, it's portfolio return was 13.88%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock etf trust14,989,300
global x fds7,820,740
alphabet inc1,839,800
oracle corp422,226
nvidia corporation355,623
New stocks bought by MA Private Wealth

Additions

Ticker% Inc.
spdr index shs fds598
select sector spdr tr100
ishares tr18.16
vanguard malvern fds13.48
broadcom inc11.13
ishares tr8.28
blackrock etf trust ii7.41
blackrock etf trust7.35
Additions to existing portfolio by MA Private Wealth

Reductions

Ticker% Reduced
ishares tr-85.17
columbia etf tr ii-70.6
ishares tr-63.48
ishares tr-48.02
tesla inc-37.49
jpmorgan chase & co.-34.45
microsoft corp-26.98
ishares tr-26.59
MA Private Wealth reduced stake in above stock

Sold off

Ticker$ Sold
home depot inc-318,479
netflix inc-244,580
MA Private Wealth got rid off the above stocks

Sector Distribution

MA Private Wealth has about 95.7% of it's holdings in Others sector.

Sector%
Others95.7
Utilities1.9
Technology1.7

Market Cap. Distribution

MA Private Wealth has about 2.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED95.7
MEGA-CAP2.2
SMALL-CAP1.9

Stocks belong to which Index?

About 4.3% of the stocks held by MA Private Wealth either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others95.7
S&P 5002.4
RUSSELL 20001.9
Top 5 Winners (%)%
MU
micron technology inc
70.6 %
AMD
advanced micro devices inc
32.4 %
JNJ
johnson & johnson
11.6 %
IAU
ishares gold tr
11.5 %
IBCE
ishares tr
9.3 %
Top 5 Winners ($)$
VB
vanguard index fds
2.0 M
AAXJ
ishares tr
1.4 M
IAU
ishares gold tr
1.3 M
BECO
blackrock etf trust
1.2 M
IJR
ishares tr
1.0 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-42.8 %
grayscale bitcoin trust etf
-23.9 %
MSFT
microsoft corp
-5.7 %
IJR
ishares tr
-2.5 %
VTIP
vanguard malvern fds
-2.2 %
Top 5 Losers ($)$
AOA
ishares tr
-0.4 M
BIL
spdr series trust
-0.3 M
XLB
select sector spdr tr
-0.2 M
BIV
vanguard bd index fds
-0.1 M
AMPS
ishares tr
-0.1 M

MA Private Wealth Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MA Private Wealth

MA Private Wealth has 83 stocks in it's portfolio. About 59.8% of the portfolio is in top 10 stocks. AOA proved to be the most loss making stock for the portfolio. VB was the most profitable stock for MA Private Wealth last quarter.

Last Reported on: 03 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions